About McSoley McCoy & Co.
<p>Founded in 2012, McSoley McCoy & Co. is an accounting firm in South Burlington, part of the Burlington metro in northwest Vermont.</p> <p>The firm provides accounting, tax, auditing, and advisory services. Its Assurance Services practice is led by partner and CPA Tom Stretton.</p> <p>Assurance work includes audits for commercial, manufacturing, and software companies, along with investment management firms and not-for-profit organizations. The firm also handles employee benefit plan engagements for organizations that need a qualified <a href="/auditors/401k">401(k) auditor</a> and related plan audit support.</p> <p>What sets the team apart is the range of industries covered under one assurance group, from operating companies to investment management, nonprofits, and benefit plans.</p> <ul> <li>Accounting, tax, and advisory services</li> <li>Audit and assurance services led by partner Tom Stretton, CPA</li> <li>Employee benefit plan audit work</li> <li>Experience with manufacturing, software, and investment management organizations</li> </ul>
Website: https://www.cpavt.com/
Founded: 2012
Office Locations
- South Burlington, VT (Headquarters)
Accreditations & Certifications
- AICPA Member
- AICPA EBPAQC
Audit Statistics (2024)
- Total Plans Audited: 88
- Total AUM Audited: $7.9B
- 401(k): 88 plans, $7.9B AUM